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Simply Money Advisors’s Lincoln Electric LECO Stock Holding History

Simply Money Advisors’s Portfolio LECO Stock Details LECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-27
Closed -$2K – 258
2013
Q2 		$2K Buy
+27
New +$1.51K ﹤0.01% 389

Other funds holding LECO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Simply Money Advisors's LECO Position: Q3 2013 in Review

Simply Money Advisors sold out of Lincoln Electric (LECO) in Q3 2013, closing a stake of 27 shares — an estimated $2K sold.

Simply Money Advisors first reported a position in LECO in Q2 2013 and held it in 1 quarter. The position peaked at $2K in Q2 2013. 267 funds tracked by Wall St. Rank hold LECO as of Q3 2013.

  • Simply Money Advisors reported no remaining Lincoln Electric position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 27 Lincoln Electric shares in Q3 2013, an estimated $2K.
  • Simply Money Advisors first reported a position in Lincoln Electric in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's Lincoln Electric position peaked at $2K in Q2 2013.
  • 267 funds tracked by Wall St. Rank held Lincoln Electric as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.